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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,227 | $82,678-69.5% | $125,391-79.9% | $68,490-63.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $3,851 | $3,382+13.9% | $4,816-20.0% | $2,597+48.3% |
| Participant deferral / active EE | $6,608 | $6,111+8.1% | $7,448-11.3% | $4,028+64.1% |
| Admin fee / account holder | $904 | $6,277-85.6% | $10,009-91.0% | $5,403-83.3% |